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Parker-Hannifin

889 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 329 increasing their positions, 314 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 314

1.91% less ownership

Funds ownership: 81.71%79.8% (-1.9%)

5% less funds holding

Funds holding: 939889 (-50)

11% less capital invested

Capital invested by funds: $32.3B → $28.8B (-$3.49B)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

24% less call options, than puts

Call options by funds: $152M | Put options by funds: $201M

40% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 96

Holders
889
Holders Change
-50
Holders Change %
-5.32%
% of All Funds
15.56%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
58
Increased
329
Reduced
314
Closed
96
Calls
$152M
Puts
$201M
Net Calls
-$48.7M
Net Calls Change
-$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
776
Steph & Co
Wisconsin
$56K +$59.5K +200 New
SWA
777
SOA Wealth Advisors
New York
$55K +$298 +1 +0.5%
FFA
778
Freedman Financial Associates
Massachusetts
$52K
PVH
779
Psagot Value Holdings
Israel
$52K
KFS
780
Kelly Financial Services
Massachusetts
$50.1K -$16.3M -54,794 -100%
FP
781
Financial Perspectives
Minnesota
$49K
CWM
782
Cranbrook Wealth Management
Michigan
$48K
IWA
783
IBEX Wealth Advisors
New Jersey
$48K +$51.2K +172 New
ONST
784
Old North State Trust
North Carolina
$47K
OIA
785
Optimum Investment Advisors
Illinois
$47K
RFA
786
Reilly Financial Advisors
California
$47K +$5.95K +20 +14%
MAWCM
787
Mine & Arao Wealth Creation & Management
California
$43K
BCM
788
Bourgeon Capital Management
Connecticut
$42K
GCM
789
Gables Capital Management
Florida
$42K
GWS
790
Glassman Wealth Services
Virginia
$42K +$2.38K +8 +6%
ED
791
Exane Derivatives
France
$41.7K +$13.7K +46 +45%
HFM
792
Harvest Fund Management
China
$41K
WB
793
Webster Bank
Connecticut
$41K
CAL
794
Capital Advisors Ltd
Ohio
$41K +$43.1K +145 New
IBOK
795
Independence Bank of Kentucky
Kentucky
$39K
LC
796
Lindbrook Capital
California
$38K +$1.78K +6 +5%
SCM
797
Silvant Capital Management
Georgia
$36K
LFG
798
Larson Financial Group
Missouri
$34K +$2.38K +8 +7%
CPC
799
Consolidated Planning Corp
Georgia
$34K +$36K +121 New
AWA
800
Arkadios Wealth Advisors
Georgia
$33K

PH Hedge Fund Activity: Q3 2021 in Review

889 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2021, worth a combined $28.8B — down 11% from $32.3B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of PH and 58 opened new positions — a net loss of 38 holders — while 314 trimmed existing stakes and 329 added.

The largest buyer was Viking Global Investors, adding an estimated $724M. The largest seller was Capital World Investors, cutting an estimated $1.58B.

  • 889 institutional investors held Parker-Hannifin (PH) as of Q3 2021, down from 939 in Q2 2021.
  • Funds reported $28.8B of Parker-Hannifin stock for Q3 2021, down 11% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q3 2021 and 96 closed out, a net change of -38 holders.
  • The largest Parker-Hannifin buyer in Q3 2021 was Viking Global Investors, an estimated $724M added.
  • The largest Parker-Hannifin seller in Q3 2021 was Capital World Investors, an estimated $1.58B sold.

Based on aggregated 13F filings for Q3 2021.